Commonwealth Equity Services’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Commonwealth Equity Services’s Portfolio HERD Stock Details HERD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Sell	4,272 -213	-5%	-$10.1K	﹤0.01%	4129
2026 Q1	$205K	Sell	4,485 -1,239	-22%	-$56.6K	﹤0.01%	3988
2025 Q4	$249K	Sell	5,724 -1,540	-21%	-$66.8K	﹤0.01%	3804
2025 Q3	$308K	Sell	7,264 -68,146	-90%	-$2.83M	﹤0.01%	3612
2025 Q2	$3M	Sell	75,410 -14,441	-16%	-$545K	﹤0.01%	1691
2025 Q1	$3.37M	Sell	89,851 -9,245	-9%	-$356K	﹤0.01%	1555
2024 Q4	$3.76M	Sell	99,096 -3,945	-4%	-$156K	0.01%	1429
2024 Q3	$4.13M	Buy	103,041 +5,941	+6%	+$228K	0.01%	1344
2024 Q2	$3.61M	Buy	97,100 +3,707	+4%	+$142K	0.01%	1396
2024 Q1	$3.67M	Buy	93,393 +27,910	+43%	+$1.04M	0.01%	1374
2023 Q4	$2.47M	Buy	+65,483	New	+$2.28M	﹤0.01%	1545

Other funds holding HERD

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services's HERD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 4.7% in Q2 2026, selling an estimated $10.1K and leaving 4,272 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #4129.

Commonwealth Equity Services first reported a position in HERD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.13M in Q3 2024. 16 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

Commonwealth Equity Services held 4,272 shares of Pacer Cash Cows Fund of Funds ETF worth $201K as of Q2 2026.
Commonwealth Equity Services sold 213 Pacer Cash Cows Fund of Funds ETF shares in Q2 2026, an estimated $10.1K.
Pacer Cash Cows Fund of Funds ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4129 holding.
Commonwealth Equity Services first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's Pacer Cash Cows Fund of Funds ETF position peaked at $4.13M in Q3 2024.
16 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.